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Schwab Strategic Tr shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 29k 51.40
2024-03-31 $1.9M 36k 52.05
2023-09-30 $754k 15k 49.58
2023-06-30 $785k 15k 51.83
2023-03-31 $821k 16k 52.37
2022-12-31 $815k 16k 51.30

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Cetera Investment Advisers

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr